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up for canada, brazil, india. how much do you want? the evidence is clear cut, we'll have rising real gdp in practically every significant country in the world in the third quarter. >> where should they go right now? they missed a chunk of this rally, we're still about 40% below the peak of october 2007. do i deare believe we can achiee those peaks and what do we do to get to them. >> they need to define their goals and find what the right asset allocation is for them. if they're 100 answ% in stocks can't afford it, they better zero down. they need to check to see if they don't need to change. they're trying to figure out if the stock market will go up or down for the next month and that will determine what will do with my retirement money. that's crazy, insane. you have to go back, never a wrong time to go to the right asset allocation. stop paying attention to short term fluctuations. >> robert, what's your best short term investment or two? you're in st. louis, if i'm not mistaken. what do you tell the heartland folks and main street investors? >> we like infrastructure. we think b
brazil, china, india, they have done significantly better. >> that's good. it means the market is growing and they start from a lower base. what triggers the pullback? what's the pullback trigger  risk, jim lacamp? >> i think there is a realization we may have hit  point a where the economy is starting to trough but point b is a long way away, consumer incomes down, consumer spending very sluggish, this recovery is very slow in the making. >> consumer incomes were terrible in today's spending and income report. we got to see better hours worked and jobs. real fast, jack gage? we having a recovery? not just a market but is there going to be a recovery the second half of this year. >> i believe there will be a recovery the second half of this year. however some of the policies they're talking about now, if put in place, that will be very damaging, real consequences on the front for middle class workers. >> the second half of the year and best to come in 2010. >> very bullish. thank you, gentlemen. coming up. much more on "the kudlow report." cash for clunker, catch me tomorrow morni
%. but those markets, china, brazil, and india are up substantially more than that. so they have been the leaders in terms of investment performance. and when we start to see cracks in these markets, and i think we're going to continue to see some cracks, they're way ahead of themselves. >> okay. >> it's going to impact our market. >> don, you want to answer that? >> i think he's a little too pessimistic about this. it's going to be volatile. but it's a small market compared to ours. it's an important indicator of sentiment here. but it is not really a competitor for the kind of institutional investors that are dominant in our market or are dominant in japan or the european markets and not a good indicator for individual investors here either. >> okay. >> the way individual investors participate in china is in those chinese stocks that trade in america. >> okay. new topic. bob, housing data very strong today, what about the housing stocks? is that some place you're willing to go to? they've had tremendous runs, is it all priced in? >> i think most of it is priced in. we still have a w
Search Results 0 to 2 of about 3